Client Service Associate – Financial Services
| Company | Larson Financial Holdings |
|---|---|
| Location | Indianapolis, IN, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- Four-year degree or equivalent work experience
- Knowledge of insurance/financial services industry
- Excellent verbal and written communication
- Service oriented attitude
- Ability to maintain confidentiality of information
- Ability to coordinate multiple tasks and priorities in a fast-paced environment
- High attention to detail
- Proficiency with Microsoft Office and Outlook
- Exceptional organization and problem solving
Responsibilities
- Help develop campaigns and maintain relationships to increase penetration of existing markets.
- Provide outstanding service to reproduce top clients.
- Gather data from clients for preparation of financial plan.
- Enter and manipulate information into Contact Management System and Financial Planning software.
- Maintain all calendar related items, schedule and confirm all meetings.
- Implement client “touches” to create concierge experience resulting in consistent referrals.
- Perform follow up and process new business; manage existing client relationships.
- Use email and notes to track the next step in the planning process for client, set reminders as necessary.
Preferred Qualifications
-
No preferred qualifications provided.